Adams Wealth Advisors
$0.6B Total AUM · Institutional LP profile covering 8 historical fund disclosure records ($118.8M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Multi-Strategy, Fund of Funds, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.
Historical Fund Disclosures — Adams Wealth Advisors
5 Open Source Trails (No Registration)Showing 5 open preview records out of 8 total tracked records (+3 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.
| Disclosed Fund / Vehicle | Strategy | Fund Vintage | Advised Vehicle GAV | Disclosed Performance | Primary Source Trail |
|---|---|---|---|---|---|
| Aim Defined Investment Fund, LLCAdviser 7.B Vehicle | Multi-Strategy | 2024 |
$46.2M Adviser-managed fund GAV · As of June 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Aim Ventura Capital Fund, LLCAdviser 7.B Vehicle | Venture Capital | 2024 |
$31.5M Adviser-managed fund GAV · As of June 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Fairway Investment FundAdviser 7.B Vehicle | Multi-Strategy | 2024 |
$20.2M Adviser-managed fund GAV · As of June 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Aim Ventura CO-Invest I Fund, LLC Class - G1Adviser 7.B Vehicle | Venture Capital | 2024 |
$5.4M Adviser-managed fund GAV · As of June 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Aim Real Asset Opportunities Fund, LLCAdviser 7.B Vehicle | Fund of Funds | 2024 |
$5.4M Adviser-managed fund GAV · As of June 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
Forward-Looking Searches, Pacing Plans & Governance Updates — Adams Wealth Advisors
Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.
Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap
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Retained Private Markets Advisors & Emerging-Manager Search Conduits
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CIO, Private Markets Officers & Official Pitch Intake Guidance
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Request Pilot Access to Full Workspace Data for Adams Wealth Advisors
You are viewing 5 open public preview records (out of 8 total tracked records for Adams Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:
- All 8 tracked historical disclosure records (+3 gated rows) & field-level provenance
- Disclosed fund performance & as-of reporting schedules
- Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
- Retained gatekeeper consultants (1), investment contacts (3) & CRM export
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Strategies Disclosed by Adams Wealth Advisors
Frequently Asked Questions: Adams Wealth Advisors
What type of institutional allocator is Adams Wealth Advisors and what is their typical disclosed ticket size?
Adams Wealth Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Logan, UT; Headquarters: Logan, UT). Across 8 historical disclosure records tracked on Prilago ($118.8M total parsed USD across disclosed rows), the median disclosed amount is $5.4M (range: $2.8M to $46.2M).
Which private-market strategies appear in Adams Wealth Advisors's public disclosures?
Adams Wealth Advisors has disclosed records across Venture Capital, Multi-Strategy, Fund of Funds, Real Estate. Open preview records include Aim Defined Investment Fund, LLC (2024 Vintage), Aim Ventura Capital Fund, LLC (2024 Vintage), Fairway Investment Fund (2024 Vintage), Aim Ventura CO-Invest I Fund, LLC Class - G1 (2024 Vintage).
How are Adams Wealth Advisors's historical records substantiated and separated from active searches on Prilago?
Records for Adams Wealth Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.
How can General Partners request pilot access to Adams Wealth Advisors's full commitment history and contacts?
General Partners can join the early-access waitlist on https://prilago.com/lp/adams-wealth-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.